See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,235 | $214,378-84.5% | $200,582-83.4% | $142,382-76.7% |
| Participation rate | 30.0% | 87.4%-57.4pp | 86.9%-56.9pp | 80.1%-50.1pp |
| Annual return | 29.35% | 46.41%-17.1pp | 42.33%-13.0pp | 217.08%-187.7pp |
| Employer contribution / active EE | $920 | $6,841-86.6% | $6,419-85.7% | $4,299-78.6% |
| Participant deferral / active EE | $3,925 | $9,865-60.2% | $9,331-57.9% | $6,507-39.7% |
| Admin fee / account holder | $1,503 | $17,692-91.5% | $16,305-90.8% | $12,624-88.1% |